Basic Information Survey 2025 - National Association of Credit Union Chairs

Basic Information Survey 2025

Basic Information Survey (BIS) lists general and financial data for credit unions participating at the Chairs Roundtable Forum.

Fields marked with an * are required.

Page 1/2

CREDIT UNION GENERAL INFO

Credit Union *

CU City, State Zip *

CU Web URL *

CU Phone

CU Charter Number *

Charter Type *

Indicate if credit union is state or federal charter

Federally-Insured

Common Bond

List States (if multi-state)

Use state abbreviations to list states where credit union can serve members

List Type of CUSO(s), if any

BOARD OF DIRECTORS' INFORMATION

Board Chair's Name *

Board Chair's Email

Board Chair's Mobile Number

Years as Chair *

Number of Directors on Board *

Number of Associate Directors (if any)

Board Term Limits

Page 2/2

FINANCIALS

CUSO INVESTMENTS (in millions) as of 6/30/24 *

List number in millions as a decimal only. Do not include dollar signs ($), commas (,) or words.

CUSO INVESTMENTS (in millions) as of 6/30/25 *

List number in millions as a decimal only. Do not include dollar signs ($), commas (,) or words.

Total ASSETS (in millions) as of 6/30/24 *

List number in millions as a decimal only. Do not include dollar signs ($), commas (,) or words.

Total ASSETS (in millions) as of 6/30/25 *

List number in millions as a decimal only. Do not include dollar signs ($), commas (,) or words.

Total LOANS (in millions) as of 6/30/24 *

List number in millions as a decimal only. Do not include dollar signs ($), commas (,) or words.

Total LOANS (in millions) as of 6/30/25 *

List number in millions as a decimal only. Do not include dollar signs ($), commas (,) or words.

Total MEMBERS as of 6/30/24

Total MEMBERS as of 6/30/25 *

NET WORTH Ratio as of 6/30/24 *

Refer to 5300 Report Schedule G, Sec. 4.1. Enter number as decimal

NET WORTH Ratio as of 6/30/25 *

Refer to 5300 Report Schedule G, Sec. 4.1. Enter number as decimal

LOAN-TO-SHARE Ratio as of 6/30/24 *

Total Loans divided by Total Shares plus Deposits

LOAN-TO-SHARE Ratio as of 6/30/25 *

Total Loans divided by Total Shares plus Deposits

RETURN ON ASSETS as of 6/30/24 *

Annualized Net Income divided by Average Total Assets

RETURN ON ASSETS as of 6/30/25 *

Annualized Net Income divided by Average Total Assets

ASSET QUALITY as of 6/30/24 *

Delinquencies + Charge-Offs divided by Total Assets

ASSET QUALITY as of 6/30/25 *

Delinquencies + Charge-Offs divided by Total Assets

EFFICIENCY Ratio as of 6/30/24 *

Non-Interest Income divided by Revenue

EFFICIENCY Ratio as of 6/30/25 *

Non-Interest Income divided by Revenue

NET INTEREST MARGIN Ratio as of 6/30/24 *

Interest Income minus Dividends Paid divided by Average Total Assets

NET INTEREST MARGIN Ratio as of 6/30/25 *

Interest Income minus Dividends Paid divided by Average Total Assets